Lates News

In recent times, the halted production of helium in some overseas regions or the implementation of export controls has attracted market attention regarding its potential impact on semiconductor production. The management of Taiwan Semiconductor Manufacturing Company (TSMC) in the field of wafer foundry stated at an earnings conference on April 16 that due to factors such as the situation in the Middle East, the prices of certain chemicals and gases may rise, which is estimated to affect the company's profitability. However, it is currently too early to quantify the impact. A staff member at the securities affairs department of SMIC International stated that the company has multiple channels for helium supply and currently the supply is normal. In the field of memory chips, a representative from Samsung Electronics responded that Samsung has been advancing supply chain diversification and has already ensured sufficient inventory, so the short-term impact is expected to be minimal. SK Hynix responded that they cannot comment on current conflict-related matters. (Yicai)